Budgeting, Financial Counseling and Seminar

Employee Benefits Optimization for a Positive Workplace Culture

Fortune Financial

JANUARY 11, 2024

Offer Financial Wellness Programs Financial Education Workshops: Organize workshops and seminars covering budgeting, investment basics and retirement planning. One-on-One Financial Counseling: Offer access to financial advisors for personalized financial planning and advice.

Retirement Planning

Retirement Planning Education Insurance Retirement

Transcript: Ramit Sethi

The Big Picture

JUNE 6, 2023

You know, a rich life, most people expect a money book to start with a chapter on budgets. We’re going to get a budget. Everybody hates the word budget. Everybody hates the word budget. I hate budgets myself. RITHOLTZ: That’s more counseling than it is financial advice. RITHOLTZ: Buzzkill.

Accounting

Accounting Numbers Budgeting Financial Counseling

Financial Advisor Source

Employee Benefits Optimization for a Positive Workplace Culture

Transcript: Ramit Sethi

Webinars

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